Getting Started With Quicken®

Before You Begin

Please review the following information:

  • View system requirements for using Quicken to access Wells Fargo Advisors online services. Learn More
  • Once you've enrolled, you will be able to access your Wells Fargo Advisors account information within 2 business days.
  • Wells Fargo Advisors policy regarding software version support follows the technical support policy of Intuit, which is to support the current version plus two previous versions.

Already enrolled for Wells Fargo Advisors online account access:

f you already have a Username and Password to access your Wells Fargo Advisors accounts online, you can use the same access codes to connect to Wells Fargo Advisors through your Quicken software. Please go to the Software Set Up section to learn more.

I don't remember my Username and/or Password.

Not yet enrolled for Wells Fargo Advisors online account access:

Enroll online at www.wellsfargoadvisors.com/signup or call Wells Fargo Advisors online support at 1-877-879-2495 to enroll by phone.

After you have completed your Wells Fargo Advisors online services enrollment and logged in successfully, go to Software Set Up to learn how to connect to Wells Fargo Advisors through your Quicken software.

For Additional Help

If you have questions or need additional help, call Wells Fargo Advisors online support at 1-877-879-2495.

Please note: Products and services are offered by the merchants whose sites you visit. Wells Fargo Advisors neither endorses nor guarantees, unless expressly noted, any of the products or services offered for sale through those sites. Such sites are not within our control and may not follow the same privacy, security or accessibility standards as ours.

Software instructions included on this site and information referenced on the merchant sites you visit are provided by Intuit.

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